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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-16 |
Branch Locations
15150 Preston Rd. Ste. 300, Dallas, TX 75248 • United States
5119 San Pedro Ave., San Antonio, TX 78212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Equity Services, Inc. | San Diego | CA | 08/2015 | 10/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2018 | Present |
1) DAVID MARTINEZ, 13601 PRESTON RD, STE 754, DALLAS, TX, 05/2013, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 40 HR/MO, 8 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL, 20/WK 20/TRADING. SEE EMPLOYMENT FOR START DATE. 3) DAVID MARTINEZ, TUSKAHOMA, OK, 11/2022, OWNER, REAL ESTATE, NIR, 5 HR/MO, 0 HR/MO TRADING. 4) DMII SOLO 401K TRUST, 6547 BROOK LAKE DR, DALLAS, TX, 01/2024, OWNER, REAL ESTATE, NIR, 1 HR/MO, 0 HR/MO TRADING. 5) SMARTPRO FINANCIAL, Dallas TX 75248, United States, 10/16/2018, IAR, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-02 |
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